DigiTimes reported that all DRAM and HBM production capacity for 2027 has already been booked, pointing to a tight supply picture that is also spreading to NAND flash. While NAND availability is less constrained than DRAM at this stage, the report said reservations for 2027 NAND capacity are also expected to be completed by the end of this month. Supply chain sources cited by DigiTimes said some companies have avoided publicly acknowledging that they need to lock in memory supply within the month, worried that more competitors could enter the race for capacity and further reduce their own allotments. The report added that memory makers are currently delivering only 60% to 70% of customers’ original requested volumes, while giving priority to cloud service providers and large AI companies. As a result, smartphone and PC manufacturers are expected to secure notably less DRAM in 2027 than in 2026. DigiTimes also said companies that have not finalized procurement volumes could face an even worse situation next year, with limited ability to buy supply even if they want it. It added that elevated memory prices are likely to remain the norm.
According to a DigiTimes report cited by BlockBeats on Aug. 4, all DRAM and high-bandwidth memory, or HBM, production capacity for 2027 has already been sold out.
NAND flash supply is not as tight as DRAM, but reservations for 2027 NAND capacity are also expected to be fully booked by the end of this month, the report said.
Supply chain sources said some companies have not publicly acknowledged that they need to lock in memory supply within this month. The concern, according to the report, is that if more manufacturers join the scramble for capacity, the quotas available to them could shrink even more.
At present, memory manufacturers are typically delivering only 60% to 70% of the volumes customers originally requested, while prioritizing demand from cloud service providers and large AI companies. DigiTimes said smartphone and PC makers are therefore expected to receive notably less DRAM in 2027 than they did in 2026.
The report also said that with capacity nearly exhausted, companies that have not yet finalized procurement volumes may face an even more severe situation next year, effectively finding that supply is unavailable even if they are willing to buy. Elevated memory prices are also expected to remain the norm. While price increases in 2027 may be smaller than the sharp rises seen earlier as the battle for capacity eases, the overall supply gap and the cost pressure passed on to end-product industries are unlikely to ease in the near term.
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